Robert Johnson is a financial advisor at TCP Investments LLC in Saint Petersburg, FL, holding a Series 65 designation with 21 years of industry experience. He has led TCP Investments since 2011. The firm provides investment advice exclusively to individual clients, employing a market-timing approach driven by technical analysis and charting tools. TCP Investments manages a small client base and focuses on short-term mutual fund trading strategies, including the use of leveraged ProFunds and discretionary group trades for certain accounts.

Matthew Grelck is a CFP® professional with six years of industry experience, currently serving as the sole advisor at Gray Colt Financial Planning LLC. His prior roles include positions at Fidelity Personal and Workplace Advisors LLC, Empower Financial Services, and Regions Bank/Cetera Investment Services. He holds an active insurance license but does not sell insurance products to clients. Gray Colt Financial Planning is an independent advisory firm that provides personalized asset management and financial planning services to individual and high-net-worth clients. The firm focuses on value-oriented, long-term investments combined with strategic asset allocation, offering discretionary management and regular portfolio reviews tailored to client objectives.

Daniel Westfall is a CFP® professional with 14 years of industry experience. He is the founder and sole advisor at Client Focused Financial, an independent firm based in Saint Petersburg, FL. His prior experience includes roles at Triad Advisors, Inc. and NEXT Financial Group. In addition to advisory services, he is involved in insurance planning through his firm. Client Focused Financial provides discretionary asset management and written financial planning for individual clients, managing approximately $69.5 million in assets. The firm tailors portfolios to client objectives using fundamental analysis and offers a variety of strategies, including options and frequent trading when appropriate.

Bradley Sorensen is a CFA® charterholder with 22 years of industry experience. He currently serves as the sole advisor at U.S. Cherry LLC in St. Petersburg, FL. His prior experience includes roles at Charles Schwab, IHL Investment Services, and investment research positions at Zacks Investment Research and Cornerstone Portfolio Research, where he works as a senior research analyst and portfolio manager respectively. U.S. Cherry is an SEC-registered, internet-based robo-advisor serving retail individuals, corporate clients, institutional investors, trusts, and endowments. The firm uses technology-driven, proprietary algorithms to deliver automated portfolio management and digital financial-planning tools across multiple account types, emphasizing ETF-based model portfolios with features such as ESG and factor exposures and crypto-ETF options.

Alex Luaders is the principal and sole advisor at Road Maps Financial Group, LLC in Brandon, FL. He holds a Series 65 designation and has 15 years of industry experience. In addition to his advisory role, Luaders maintains an active law practice as an attorney and is licensed to sell insurance. Road Maps Financial Group, operating as The Wisconsin Retirement Group, provides portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs long-term trading strategies with diversified portfolios and creates customized Investment Policy Statements for each client.

John Sellas is a financial advisor at National Retirement Plan Services, Inc. in Tampa, FL, with 17 years of industry experience. He holds the PFS™ designation along with Series 63, 65, and 66 licenses. Beyond his advisory role, he operates John A. Sellas, CPA, providing tax advisory, trust management, and estate planning services. National Retirement Plan Services, Inc. offers investment supervisory services and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and small businesses. The firm provides tailored discretionary asset management and consulting, using fundamental, technical, and cyclical analysis, and facilitates third-party money manager relationships.

James Waters is an independent financial advisor at Waters, James J. with 25 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and Captrust Financial Advisors. Outside of his advisory work, he serves as treasurer of the Bayfair Homeowners Association in Tampa, Florida. Waters, James J. provides investment advisory and portfolio management services primarily to retirement vehicles and institutional clients. The firm’s approach emphasizes strategic asset allocation through predominantly no-load, lower-expense mutual funds, with a long-term buy-and-hold orientation tailored to each client’s needs.

Susan Adam is the principal of SA Investment Advisory in Brandon, FL, holding a Series 65 license with one year of industry experience. Before founding her advisory firm, she worked at ONE Medical and NOAH. In addition to her financial advisory work, she practices as a nurse practitioner for an internet-based telehealth company. SA Investment Advisory provides non-discretionary investment advice and consulting to individual and high-net-worth clients, focusing on tactical allocation strategies that incorporate fundamental, technical, and cyclical analysis. The firm does not manage client assets or provide discretionary portfolio management, instead offering tailored recommendations across a broad range of securities and charging hourly fees.

Jorge Soriano is a CFP® professional with 15 years of experience in the financial services industry. He is the principal advisor at Financial Optimist LLC, an independent firm he has led since 2022. His prior experience includes roles at Intuit, GTE Financial, and JP Morgan Chase Bank. In addition to his advisory work, he serves as a Tax Live Expert for a national tax software provider. Financial Optimist LLC offers comprehensive financial planning, investment consultation, and tax preparation services to individuals, high-net-worth clients, and businesses. The firm operates on a fee-only, project-based model and emphasizes a planning-centric approach without managing client assets or accepting custody of funds.

Laura Johnson is a financial advisor at Bayshore Financial Solutions, LLC, holding a Series 65 credential with 10 years of industry experience. She has worked at several firms, including Gradient Advisors, LLC, Secure Investment Management, LLC, and J.D. Mellberg Financial, LLC. In addition to her advisory work, she owns and operates Bayshore Retirement Solutions, an insurance-related business. Bayshore Financial Solutions provides discretionary asset management and financial planning services primarily for individual clients. The firm manages a range of accounts including taxable, retirement, annuities, and life-product investments, tailoring strategies to clients’ goals using fundamental, technical, charting, and cyclical analysis, and offers free public seminars and workshops.

Steven Cohen is a CFA® charterholder based in St. Petersburg, FL, with 10 years of industry experience. He has been operating under Steven J Cohen CFA since 2011 and is currently affiliated with SJC Capital LLC, where he has worked since 2023. SJC Capital LLC is a multi-family office that provides wealth management, portfolio management, financial planning, pension consulting, and selection of specialist external advisers. The firm serves high-net-worth individuals, families, trusts, investment companies, and pension plans, utilizing a mix of fundamental analysis and proprietary AI and machine-learning models alongside quantitative portfolio management and active trading strategies.

Jesse Anastase is a financial advisor at Mavs Wealth Management Group, LLC in St. Petersburg, FL. He holds a Series 65 designation and has experience in insurance sales through his ownership of Mavs Wealth Group, LLC. His prior roles include positions at Anatase Services, Greenhouse Church, Get Right Training, and Santa Fe College. Mavs Wealth Management Group, LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, IRAs, and business owners. The firm offers customized portfolio management and financial planning services, utilizing a mix of fundamental, technical, and tactical analysis, and provides both discretionary and non-discretionary implementation through third-party platforms and custodians.

Cedrick West is the sole advisor at Blue Compass Wealth Management, LLC in Brandon, Florida, with three years of experience in the financial industry. He holds the Series 65 designation and co-owns a certified public accounting firm, C. S. West & Associates, PA, which is unrelated to his advisory work. Blue Compass Wealth Management serves individual investors, trusts, estates, charitable organizations, and employer retirement plans by providing discretionary investment management and financial planning. The firm employs a value-driven, fundamental investment approach with a long-term focus, working in partnership with an external money manager and utilizing Fidelity’s institutional platform for operational services.

Ronald Harvey is a financial advisor with Harvey & Companies, Inc. in St. Petersburg, FL, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His work history includes roles at Avant Garde Advisors LLC, Fortress Investment Advisors, Fortress Financial Securities, Walnut Street Securities, Inc., and H.C.H. Companies, Inc. Outside of advising, he is involved in third-party administration for qualified plans. Harvey & Companies provides fee-based portfolio management primarily for individual and high-net-worth clients, as well as support for ERISA-qualified retirement plans. The firm employs a passive, asset-allocation strategy using index funds, ETFs, and mutual funds, with a focus on diversified equity and fixed income allocations.

Nicole Savage is a financial advisor at Wild Iris Financial LLC in St. Petersburg, FL, holding the CFP® designation along with Series 63 and Series 65 licenses. She has 15 years of industry experience, having previously worked at Sequoia Financial Group, Fisher Investments, and GWN Securities. Wild Iris Financial provides portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a discovery and investment policy statement-driven process that incorporates tax-aware strategies and both fundamental and cyclical analysis. The firm employs a combination of long- and short-term trading strategies and requires clients to custody assets with specified custodians.

David Bertoncini is a financial advisor at Bitcoin Standard with a Series 65 license and three years of industry experience. He has previously worked with Blockchain Experts and Ghost Armor Automotive. Outside of advisory work, Bertoncini is an independent sales agent for Intice, Inc., an automotive digital retail software company. Bitcoin Standard provides advisory services to individual and high-net-worth clients seeking exposure to bitcoin and related commodities. The firm follows a structured investment process based on bitcoin market cycles and employs various forms of analysis with a long-term trading orientation, while maintaining client holdings in designated hardware wallets for security.

Manuel Weinreich is a CFP® professional affiliated with F5 Financial Planning, L.L.C. He has one year of industry experience and has held prior roles at Nivati, Perkins, Jacobs, and Social 27. F5 Financial Planning is a fee-only, NAPFA-approved firm serving corporate executives, entrepreneurs, and families with comprehensive financial planning and investment management. The firm employs a fiduciary, long-term investment approach based on fundamental analysis and Modern Portfolio Theory, offering both discretionary and non-discretionary management integrated with cash-flow, tax, estate, and executive-compensation planning.

Meghan Dodge is a CFP® professional with one year of industry experience, currently serving as a financial advisor at Opinicus in Tampa, FL. Her prior work includes roles at Regions Bank, Nordstrom, and Whittier Farms Inc. Opinicus serves entrepreneurs, high-net-worth families, and individual clients, providing financial planning, investment management, and retirement plan consulting. The firm combines multiple analytical approaches in its investment process and integrates tax planning with CPA collaboration, managing approximately $256 million for about 136 clients.

Lawrence Ford is a financial advisor at Conscious Capital Wealth Management, LLC in Tampa, FL, with 34 years of industry experience. He holds a Series 66 designation and has worked at firms including Purshe Kaplan Sterling Investments and J.W. Cole Financial. Outside of advising, he is involved in speaking, writing, and private counseling on personal empowerment and values alignment, and serves as CEO of Conscious Alternative Asset Management, a company focused on alternative investment opportunities. Conscious Capital Wealth Management provides financial planning, portfolio management, and consulting services to individuals, trusts, charitable organizations, retirement accounts, and small businesses. The firm combines a Living Plan workflow with macro and fundamental analysis to guide asset allocation and model portfolio selection, managing approximately $131 million for around 200 clients.

Charles Poe is a CFA® charterholder with 13 years of industry experience. He has been with Grand Central Investment Group, LLC since 2014, following brief tenures at Vicus Capital, Inc. and Merrill. He serves as a board member and shareholder of Poe Financial Group, a property and casualty insurance agency. Grand Central Investment Group provides portfolio management, financial planning, and consulting services to individuals, trusts, retirement plans, charitable organizations, and businesses. The firm employs a top-down investment process emphasizing asset allocation and dividend-paying equities, offering both discretionary and non-discretionary management through a bundled wrap-fee program and separate consulting services.